Dodge & Cox Stk Fd Com mutual funds shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Dodge & Cox Stk Fd Com mutual funds shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Dodge & Cox Stk Fd Com mutual funds
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Quarterly reported holdings in Dodge & Cox Stk Fd Com mutual funds by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $261k | 1.0k | 257.08 |
| 2024-09-30 | $241k | 880 | 274.14 |
| 2024-06-30 | $226k | 880 | 256.71 |
| 2024-03-31 | $230k | 891 | 258.13 |
| 2023-09-30 | $202k | 891 | 226.38 |
| 2023-06-30 | $200k | 880 | 227.30 |
| 2023-03-31 | $210k | 969 | 216.52 |
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